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Brookwood Investment Group LLC

All holdings · as of Dec 31, 2025

497 positions

CompanyClassValueShares% of portfolio
ISHARES TR$290.4K2,8560.0%
ISHARES TR$293.2K2,9760.0%
MediaAlpha, Inc.MAXCommon Stock$295.8K22,8410.0%
Global X Artificial Intelligence & Technology ETF$301.0K5,9180.0%
Natera, Inc.$301.3K1,3150.0%
WISDOMTREE TR$301.4K3,3700.0%
Uber Technologies, Inc$302.1K3,6970.0%
FREEPORT-MCMORAN INC$303.0K5,9660.0%
TJX Cos Inc/The$303.1K1,9730.0%
First Trust Exchange-Traded Fund VIII$304.7K5,7550.0%
SOUTHERN CO$305.3K3,5010.0%
PACER FDS TR$306.1K5,8590.0%
Monte Rosa Therapeutics, Inc.$306.3K19,5350.0%
DIMENSIONAL ETF TRUST$308.6K7,2500.0%
T-Mobile US, Inc.TMUSCommon Stock$311.7K1,5350.0%
SPDR SERIES TRUST$312.3K5,4970.0%
Monster Beverage Corp$312.4K4,0740.0%
VANGUARD INDEX FDS$313.3K3,5410.0%
HORIZON FDS$315.1K10,8760.0%
MORGAN STANLEY ETF TRUST$315.7K6,2670.0%
DIMENSIONAL ETF TRUST$315.8K5,3040.0%
iShares MSCI UAE ETF$316.0K3,0860.0%
PRUDENTIAL FINANCIAL INC$317.7K2,8140.0%
Chiron Real Estate Inc.XRNREIT$321.0K9,5150.0%
Valero Energy Corp$323.5K1,9870.0%
ANALOG DEVICES INC$329.6K1,2150.0%
Blackstone Inc$331.6K2,1510.0%
BLACKROCK ETF TRUST II$333.9K15,0290.0%
VANGUARD MUN BD FDS$335.3K6,6670.0%
Clipper Realty Inc.CLPRREIT$337.3K88,3030.0%
NexPoint Residential Trust, Inc.$337.7K11,2200.0%
FIRST TR EXCHANGE-TRADED FD$337.8K5,6370.0%
Marvell Technology, Inc.$339.2K3,9920.0%
PIMCO Dynamic Income Opportunities FundPDOClosed-End Fund$339.6K24,5400.0%
JOHN HANCOCK PREMIUM DIVIDEND FUNDPDTClosed-End Fund$340.8K26,8320.0%
Merck & Co., Inc.$342.4K3,2530.0%
PAN AMERN SILVER CORP$345.4K6,6660.0%
RBB FD INC$348.2K6,9800.0%
ISHARES TR$348.3K3,8930.0%
The Boeing Company$348.7K1,6060.0%
TEXTRON INC$348.7K4,0000.0%
Intuitive Surgical Inc$348.9K6160.0%
FORD MOTOR CO$350.2K26,6940.0%
SIMPLIFY EXCHANGE TRADED FUN$352.2K10,9890.0%
ETF SER SOLUTIONS$353.0K15,9000.0%
SPOTIFY TECHNOLOGY S A$354.8K6110.0%
AMPHENOL CORP /DE$356.3K2,6360.0%
LISTED FDS TR$359.8K5,8000.0%
Arista Networks, Inc.ANETCommon Stock$364.4K2,7810.0%
ISHARES TR$367.2K6,9450.0%
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